Learn
Fisdom Wealth Edge
Finwizard Technology Private Limited
108.27 CR AUM
Fisdom Wealth Edge
Finwizard Technology Private Limited
108.27 CR AUM
BSE 500 TRI
Benchmark
1yr 2mo
Age
EQUITY
Strategy
Fixed Fees: Upto 1.5%
Fixed Fees
Fixed: Upto 1%
Hurdle: 10%
Performance fee: 10%
Variable Fees
1st Year : 1%
Exit Load
BSE 500 TRI
Benchmark
1yr 2mo
Age
EQUITY
Strategy
Fixed Fees: Upto 1.5%
Fixed Fees
Fixed: Upto 1%
Hurdle: 10%
Performance fee: 10%
Variable Fees
1st Year : 1%
Exit Load
sabyasachi mukherjee
Fund Manager
EQUITYStrategies
nirav karkera
Fund Manager
EQUITYStrategies
Nirav Karkera is the Fund Manager for Fisdom PMS and Head of Research, with over a decade of experience in financial services. He drives the firm's multi-asset investment strategies and oversees portfolio management, risk frameworks, and asset allocation. An NMIMS and University of Mumbai alumnus, Nirav is a recognized thought leader, regularly contributing insights on investments and market trends to top financial media.
1OF2
Purpose
The scheme's investment objective is to generate long-term capital appreciation from a diversified portfolios of MFs and ETF thereby optimising performance and risk across market cycles.
Investment Approach v/s Benchmark Metrics
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-1.43%
1M benchmark return
0.45%
Alpha
-1.88%
1M Wealth multiple
0.99x
Investment Approach v/s Benchmark Performance
2026
2026
Loading
Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-1.43%
1M benchmark return
0.45%
Alpha
-1.88%
1M Wealth multiple
0.99x
Similar Investment Approaches
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹19,129.16 Cr
EQ
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹16,390.68 Cr
EQ
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹14,490.69 Cr
EQ
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹12,040.52 Cr
EQ
Blended- Rangoli
Unifi Capital P Ltd
₹10,743.27 Cr
EQ